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MACKENZIE FINANCIAL CORP

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 919859

$99.96B

disclosed book value

1,534

positions

5.5%

largest position share

Positions, as of 2026-06-30

top 100 of 1,534 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1RYRoyal Bank of Canada18.6M$5.47B5.5%
2TDToronto-Dominion Bank/The22.9M$3.95B3.9%
3NVDANVIDIA Corp14.4M$2.88B2.9%
4SPYState Street Corp3.5M$2.59B2.6%
5AAPLApple Inc8.9M$2.57B2.6%
6BMOBank of Montreal8.5M$2.14B2.1%
7GOOGLAlphabet Inc6.0M$2.14B2.1%
8CPCanadian Pacific Kansas City L17.0M$2.10B2.1%
9MSFTMicrosoft Corp5.3M$1.97B2%
10AEMAgnico Eagle Mines Ltd8.9M$1.97B2%
11CMCanadian Imperial Bank of Comm10.9M$1.79B1.8%
12MFCManulife Financial Corp29.5M$1.70B1.7%
13ENBEnbridge Inc21.2M$1.63B1.6%
14CNQCanadian Natural Resources Ltd27.2M$1.53B1.5%
15AMZNAmazon.com Inc6.4M$1.52B1.5%
16CNICanadian National Railway Co8.9M$1.51B1.5%
17BNBrookfield Corp24.9M$1.50B1.5%
18TRPTC Energy Corp12.2M$1.15B1.1%
19SUSuncor Energy Inc14.1M$1.08B1.1%
20BNSBank of Nova Scotia/The8.7M$1.07B1.1%
21AVGOBroadcom Inc2.8M$1.05B1%
22BBarrick Mining Corp19.8M$1.03B1%
23JNJJohnson & Johnson4.1M$1.03B1%
24METAMeta Platforms Inc1.6M$875.1M0.9%
25CVECenovus Energy Inc21.3M$747.8M0.7%
26WPMWheaton Precious Metals Corp4.7M$747.5M0.7%
27JPMJPMorgan Chase & Co2.2M$712.7M0.7%
28LLYEli Lilly & Co580,460$696.2M0.7%
29SLFSun Life Financial Inc6.2M$695.3M0.7%
30LRCXLam Research Corp1.6M$685.9M0.7%
31MUMicron Technology Inc567,565$655.1M0.7%
32VVisa Inc1.9M$645.8M0.6%
33TECKTeck Resources Ltd7.3M$615.0M0.6%
34AGGBlackrock Inc5.7M$567.8M0.6%
35AMATApplied Materials Inc713,175$515.6M0.5%
36GILGildan Activewear Inc6.7M$493.5M0.5%
37BAMBrookfield Corp7.7M$492.9M0.5%
38KOCoca-Cola Co/The5.9M$478.2M0.5%
39GIBCGI Inc5.2M$474.3M0.5%
40FNVFranco-Nevada Corp1.6M$472.1M0.5%
41PMPhilip Morris International In2.6M$468.8M0.5%
42PBAPembina Pipeline Corp7.1M$468.1M0.5%
43CSCOCisco Systems Inc4.0M$465.9M0.5%
44TUTELUS Corp29.7M$445.8M0.4%
45Linde PLC842,890$437.4M0.4%
46HBMHudbay Minerals Inc13.0M$436.4M0.4%
47KGCKinross Gold Corp13.0M$436.0M0.4%
48UNHUnitedHealth Group Inc1.0M$431.7M0.4%
49ABBVAbbVie Inc1.7M$429.7M0.4%
50MAMastercard Inc769,690$395.3M0.4%
51CLSCelestica Inc759,081$392.6M0.4%
52CATCaterpillar Inc363,903$387.5M0.4%
53AMDAdvanced Micro Devices Inc666,172$387.0M0.4%
54HDHome Depot Inc/The1.1M$386.0M0.4%
55FTSFortis Inc/Canada4.5M$367.1M0.4%
56TXNTexas Instruments Inc1.2M$350.9M0.4%
57TJXTJX Cos Inc/The2.3M$350.8M0.4%
58UNPUnion Pacific Corp1.2M$334.3M0.3%
59DUKDuke Energy Corp2.5M$318.4M0.3%
60EXMOCExxonMobil Holdings Corp2.2M$305.3M0.3%
61MRKMerck & Co Inc2.4M$305.0M0.3%
62PGProcter & Gamble Co/The2.0M$297.9M0.3%
63TSLATesla Inc707,361$297.5M0.3%
64GLWCorning Inc1.2M$295.7M0.3%
65EMAEmera Inc3.9M$293.0M0.3%
66WMBWilliams Cos Inc/The3.9M$290.6M0.3%
67GOOGAlphabet Inc807,377$285.3M0.3%
68PHParker-Hannifin Corp291,332$285.0M0.3%
69CCJCameco Corp2.0M$283.3M0.3%
70CAECAE Inc7.9M$281.1M0.3%
71EFABlackrock Inc2.7M$276.9M0.3%
72WMTWalmart Inc2.4M$273.4M0.3%
73AGIAlamos Gold Inc6.3M$271.9M0.3%
74GILDGilead Sciences Inc2.0M$256.9M0.3%
75HYGBlackrock Inc3.2M$253.8M0.3%
76TLTBlackrock Inc2.9M$251.8M0.3%
77KLACKLA Corp803,300$242.4M0.2%
78Seagate Technology Holdings PL249,469$240.7M0.2%
79PSXPhillips 661.4M$238.4M0.2%
80APHAmphenol Corp1.3M$237.3M0.2%
81BACBank of America Corp4.1M$235.6M0.2%
82TFIITFI International Inc1.1M$234.7M0.2%
83BRK/BBerkshire Hathaway Inc467,062$233.7M0.2%
84DOOBRP Inc2.6M$226.6M0.2%
85RCIRogers Communications Inc4.9M$224.7M0.2%
86PCGPG&E Corp13.3M$223.3M0.2%
87BDXBecton Dickinson & Co1.4M$216.9M0.2%
88INTCIntel Corp1.5M$212.2M0.2%
89GEGeneral Electric Co561,182$209.7M0.2%
90COSTCostco Wholesale Corp223,379$209.0M0.2%
91NEENextEra Energy Inc2.3M$203.0M0.2%
92MCDMcDonald's Corp736,107$199.0M0.2%
93DHRDanaher Corp1.0M$198.9M0.2%
94CCitigroup Inc1.4M$196.7M0.2%
95DSGXDescartes Systems Group Inc/Th2.0M$193.6M0.2%
96SPGIS&P Global Inc463,901$188.9M0.2%
97WFGWest Fraser Timber Co Ltd1.9M$180.4M0.2%
98CVSCVS Health Corp1.7M$177.8M0.2%
99WDCWestern Digital Corp276,650$176.7M0.2%
100CMECME Group Inc797,795$176.2M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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